SmartVault + ProConnect. Fully automate your tax prep workflow. Check it out

ProConnect + SmartVault: The Future of Tax Prep in the Cloud

In this on-demand session, see how SmartVault’s exclusive integration with ProConnect streamlines client document collection, tax return delivery, eSignatures, and secure storage—all in one secure, connected platform.

Published: October 30, 2025

Tax pros using ProConnect Tax Online know efficiency and security are everything during busy season. That’s why Intuit and SmartVault partnered to deliver the only document management and client portal solution built directly into ProConnect—automating your end-to-end workflow in the cloud.

Watch now to learn how to:

Centralize and organize every document in one integrated cloud system
Reclaim hours per return with automated routing and structured workpapers
Deliver a modern client portal experience with eSignatures and 24/7 access
Support your entire tax workflow, from onboarding to archiving
Protect client data with SOC 2 Type 2 compliance

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